A project is one place for the description, the plan, the policies, the Memory, and the rulings. The agents you add can read them.
Start from Projects
- Open Projects. On a phone, select Open navigation, then Projects.
- Select New project template. !SCREENSHOT: a blank project titled New Project
- Select Project options, then Edit title. The blank project is titled New Project. Type the name, then select Save.
- Next to Description, Plan, or Policies, select Edit. Write the text, then select Save.
- Select Save Project.
When it worked: the project opens under Projects with the name you saved. If it didn't, Switchboard says Could not create the project. Please try again.
End a project
- Open the project and select Project options, then End project.
- Read End project? It says this ends the project for every agent and person on it. Nothing is deleted. The calls keep everything that happened.
- Select End project.
When it worked: you return to Projects.
Good to know
- Description is what the project is for. Plan is what you want done and how the work should run. Policies are the rules for everyone on it.
- You add agents after the project is saved. See Choose who is on a project.
- The Memory stays empty until you or the lead write it. See Write the Memory and the rulings.
Questions
Can I change the name later? Yes. Select Project options, then Edit title.